Robert Christianson has been an investment adviser representative at Cherry Tree Wealth Management since June 2024, and is not listed among the firm’s executive officers or direct owners.
Cherry Tree Wealth Management, LLC is a Minnetonka, MN firm with $673M under management, 334 clients and 9 advisers across 2 offices, as of its March 2026 filing.
- – present · 2 yearsMinnetonka, MN · Adviser representative · Firm CRD 151406
Investment adviser representative registrations
Robert Christianson is registered as an investment adviser representative in Minnesota, since June 2024.
- MinnesotaSince 27 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 June 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7948479
- Firm
- Cherry Tree Wealth Management · CRD 151406
- Office
- 301 CARLSON PARKWAY, SUITE 103, Minnetonka, MN 55305
- Registration
- Investment adviser registration
- In the industry since
- June 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Christianson work?
Robert Christianson is an investment adviser representative registered through Cherry Tree Wealth Management, LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Robert Christianson a financial advisor?
Yes. Robert Christianson has a current investment-adviser registration in Minnesota, through Cherry Tree Wealth Management since June 2024.
How many years of experience does Robert Christianson have?
Robert Christianson has 2 years in the financial industry, since June 2024, across 1 adviser firm.
What exams has Robert Christianson passed?
Robert Christianson passed the Series 65 in June 2024.
Where is Robert Christianson based?
Robert Christianson’s registered office is in Minnetonka, MN.
Is Robert Christianson registered with FINRA?
No. Robert Christianson has no current broker registration.
How can I verify Robert Christianson’s record?
Search CRD 7948479 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Christianson’s full registration record.
Conner KolodgeInvestment Advisor and President- Jane BortnemChief Financial Officer, Treasurer, Secretary & Chief Compliance Officer
- Anton ChristiansonChairman
- Kevin O'ConnorEmeritus Wealth Strategist
John O'ConnorChief Investment Officer and Investment Advisor- Keith TufteInvestment Advisor
- Gordon StoferNon Managing Member